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Posted 1mo ago•United States
Tax Resolution Assistant (United States or U.S. Territories)
MiddleUnited StatesSalary undisclosed
Job Description
We are recruiting on behalf of a U.S.-based tax resolution firm looking for an entry-level Tax Resolution Assistant to join their team.
This is a great opportunity for someone who is highly organized, inquisitive, comfortable working with data, and interested in developing a career in tax resolution. The role is primarily focused on data entry, document management, and maintaining accurate information throughout the tax resolution process rather than complex tax preparation.
The ideal candidate will be a quick learner who isn't afraid to ask questions, can adapt to changing situations, and is motivated to develop into a more autonomous tax resolution professional over time.
Key Responsibilities
Gather and organize client tax documents, including W-2s, 1099s, and other supporting documentation
Review incoming client information for completeness and accuracy
Import client information into ProConnect tax software
Double-check automated data entries and identify discrepancies or missing information
Manually enter information where required
Maintain accurate and organized client records
Track the flow of documents and information throughout active tax resolution cases
Follow up on missing documentation and outstanding information
Support the tax resolution team with administrative and data-entry tasks
Help ensure cases move efficiently through each stage of the process
Communicate professionally and empathetically with clients when information or documentation is required
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